Create an opening position for each unfinished machine covering physical progress, issued material, outstanding purchases and customer billing status. Reconcile these views together while preserving their different purposes. A deposit does not prove production completion, and components already incorporated into a machine should not also remain available as loose stock after migration.
Understand the decision
A hypothetical cutover includes three machines: one awaiting design approval, one partly assembled and one accepted but not shipped. Customers have paid different milestones, and some components remain with outside suppliers. The opening records must explain each machine’s operational state without deriving it from the amount already invoiced.
Work through the requirements
- Document actual machine and subassembly progress.
- Reconcile issued components and open supplier commitments.
- Approve the financial bridge for deposits and milestone invoices.
| Record or decision | Why it matters |
|---|---|
| Machine opening position | Identify progress and remaining work. |
| Material commitment bridge | Explain issued and outstanding components. |
| Billing reconciliation | Preserve invoiced and unbilled obligations. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Using invoiced percentage as a shortcut for production progress mixes commercial terms with physical reality. Have operations and finance approve their own balances, then reconcile the shared machine reference so both teams can explain the opening position.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Industrial equipment manufacturing in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: manufacturing product configuration ↗Odoo 19: multilevel bills of materials ↗Odoo 19: vendor pricelists ↗Odoo 19: quality control points ↗